MVB FINANCIAL CORP - Common Stock (MVBF) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
MVBF on Nasdaq
Shares outstanding
12,587,579
Price per share
$26.00
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
6,914,639
Total reported value
$178,605,049
% of total 13F portfolios
0%
Share change
-106,916
Value change
-$2,236,728
Number of holders
103
Price from insider filings
$26.00
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MVB FINANCIAL CORP - Common Stock (MVBF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 13% +47% $39,827,153 +$12,865,280 1,715,948 +48% Wellington Management Group LLP 31 Jul 2025
Bay Pond Partners, L.P. 5.6% +30% $16,411,346 +$3,652,809 728,409 +29% Bay Pond Partners, L.P. 17 Jul 2025
VANGUARD GROUP INC 5% +3.4% $16,386,914 +$9,557 634,414 +0.06% The Vanguard Group 31 Dec 2025

As of 31 Dec 2025, 103 institutional investors reported holding 6,914,639 shares of MVB FINANCIAL CORP - Common Stock (MVBF). This represents 55% of the company’s total 12,587,579 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MVB FINANCIAL CORP - Common Stock (MVBF) together control 48% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
WELLINGTON MANAGEMENT GROUP LLP 14% 1,775,849 -0.37% 0.01% $45,870,180
BlackRock, Inc. 7.6% 953,036 -7.2% 0% $24,616,920
VANGUARD GROUP INC 5% 634,414 +0.32% 0% $16,386,914
DIMENSIONAL FUND ADVISORS LP 3.9% 486,958 +3.7% 0% $12,578,555
GEODE CAPITAL MANAGEMENT, LLC 2.1% 265,991 -2.5% 0% $6,872,462
STATE STREET CORP 1.9% 238,181 -0.8% 0% $6,152,215
AMERIPRISE FINANCIAL INC 1.9% 238,170 +27% 0% $6,151,931
ENDEAVOUR CAPITAL ADVISORS INC 1.5% 188,019 0% 1.4% $4,856,531
KENNEDY CAPITAL MANAGEMENT LLC 0.96% 120,724 0.07% $3,118,301
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.93% 117,125 +5.6% 0.06% $3,025,339
AMERICAN CENTURY COMPANIES INC 0.92% 115,258 -1.4% 0% $2,977,114
Ategra Capital Management, LLC 0.88% 110,544 +102% 1.6% $2,855,352
Pure Financial Advisors, LLC 0.67% 84,824 0% 0.04% $2,191,004
NORTHERN TRUST CORP 0.67% 84,731 -9.7% 0% $2,188,602
ACADIAN ASSET MANAGEMENT LLC 0.62% 78,503 +53% 0% $2,025,000
TWO SIGMA INVESTMENTS, LP 0.6% 75,619 +480% 0% $1,953,239
CITADEL ADVISORS LLC 0.59% 74,652 +300% 0% $1,928,261
DIAMOND HILL CAPITAL MANAGEMENT INC 0.51% 64,448 0.01% $1,664,692
MORGAN STANLEY 0.51% 64,298 +15% 0% $1,660,828
GOLDMAN SACHS GROUP INC 0.47% 58,863 +42% 0% $1,520,432
ALLIANCEBERNSTEIN L.P. 0.44% 55,331 0% 0% $1,429,200
Bank of New York Mellon Corp 0.44% 55,304 -32% 0% $1,428,512
MARSHALL WACE, LLP 0.41% 51,740 0% $1,336,443
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.4% 50,503 0% $1,304,492
Nuveen, LLC 0.33% 41,681 0% 0% $1,076,620

Institutional Holders of MVB FINANCIAL CORP - Common Stock (MVBF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 6,914,639 $178,605,049 -$2,236,728 $25.83 103
2025 Q3 7,002,254 $175,472,752 +$8,352,859 $25.06 96
2025 Q2 6,740,445 $151,866,297 -$4,711,102 $22.53 90
2025 Q1 6,962,369 $120,586,224 +$378,523 $17.32 87
2024 Q4 6,907,509 $142,981,319 +$11,653,190 $20.70 88
2024 Q3 6,360,348 $123,137,581 -$878,702 $19.36 85
2024 Q2 6,393,248 $119,169,536 -$342,945 $18.64 77
2024 Q1 6,385,843 $142,468,019 +$3,995,241 $22.31 78
2023 Q4 6,188,752 $139,619,735 +$6,406,139 $22.56 77
2023 Q3 5,797,013 $130,894,496 -$1,011,253 $22.58 69
2023 Q2 5,844,295 $123,206,646 +$4,678,774 $21.08 67
2023 Q1 5,632,850 $116,172,283 -$2,147,262 $20.64 76
2022 Q4 5,730,377 $126,182,349 -$332,126 $22.02 70
2022 Q3 5,728,334 $159,428,670 -$786,875 $27.83 66
2022 Q2 5,754,262 $179,045,825 +$8,542,046 $31.11 74
2022 Q1 5,472,175 $227,058,236 +$406,193 $41.50 74
2021 Q4 5,622,974 $233,434,092 +$6,305,960 $41.52 80
2021 Q3 5,458,043 $233,690,184 +$6,680,596 $42.83 77
2021 Q2 5,301,081 $226,150,762 +$15,070,410 $42.66 74
2021 Q1 4,993,959 $169,040,687 +$17,466,487 $33.80 72
2020 Q4 4,470,165 $101,380,344 -$3,188,512 $22.68 58
2020 Q3 4,654,001 $74,333,422 +$2,310,891 $15.97 56
2020 Q2 4,517,773 $60,083,580 -$1,106,181 $13.30 56
2020 Q1 4,597,441 $58,616,180 -$4,576,370 $12.75 53
2019 Q4 4,917,597 $122,546,901 +$15,772,422 $24.92 52
2019 Q3 4,299,563 $85,342,114 +$4,485,921 $19.85 50
2019 Q2 4,073,630 $69,083,094 +$2,881,592 $16.96 44
2019 Q1 3,926,174 $59,877,678 -$177,221 $15.25 42
2018 Q4 3,935,767 $70,715,626 +$1,914,704 $18.04 46
2018 Q3 3,833,036 $69,069,998 +$15,174,616 $18.02 45
2018 Q2 2,990,983 $53,988,567 +$10,522,114 $18.05 43
2018 Q1 2,354,705 $46,506,036 +$5,327,896 $19.75 24
2017 Q4 2,072,380 $41,654,613 +$31,212,000 $20.10 12
2017 Q3 519,533 $9,766,914 +$513,184 $18.80 2
2017 Q2 492,236 $6,497,470 +$184,470 $13.20 2
2017 Q1 478,261 $6,098,000 +$5,831,000 $12.75 1
2016 Q4 20,834 $267,000 $12.82 1
2016 Q3 20,834 $256,000 $12.29 1
2016 Q2 20,834 $255,000 +$85,359 $12.24 1
2016 Q1 13,860 $180,000 $12.99 1
2015 Q4 13,860 $182,000 $13.13 1
2015 Q3 13,860 $201,000 $14.50 1
2015 Q2 13,860 $200,000 -$158,730 $14.43 1
2015 Q1 24,860 $323,000 +$142,920 $12.99 1
2014 Q4 13,860 $208,000 $15.01 1
2014 Q3 13,860 $218,000 $15.73 1
2014 Q2 13,860 $218,000 +$109,000 $15.73 1
2014 Q1 6,930 $223,000 $32.18 1